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1,233 hedge funds and large institutions have $28.4B invested in Target in 2018 Q4 according to their latest regulatory filings, with 174 funds opening new positions, 456 increasing their positions, 460 reducing their positions, and 164 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $863M | Put options by funds: $551M

6% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 164

0.23% less ownership

Funds ownership: 83.52%83.29% (-0.23%)

0% less funds holding

Funds holding: 1,2361,233 (-3)

1% less repeat investments, than reductions

Existing positions increased: 456 | Existing positions reduced: 460

27% less capital invested

Capital invested by funds: $38.7B → $28.4B (-$10.3B)

54% less funds holding in top 10

Funds holding in top 10: 4119 (-22)

Holders
1,233
Holders Change
-3
Holders Change %
-0.24%
% of All Funds
27.47%
Holding in Top 10
19
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-53.66%
% of All Funds
0.42%
New
174
Increased
456
Reduced
460
Closed
164
Calls
$863M
Puts
$551M
Net Calls
+$311M
Net Calls Change
-$220M
Name Holding Trade Value Shares
Change
Change in
Stake
KPW
1076
Kore Private Wealth
New York
$68K +$79.5K +1,033 New
KPCM
1077
Kings Point Capital Management
New York
$66K
AC
1078
Avestar Capital
New York
$66K +$692 +9 +0.9%
CHP
1079
Cable Hill Partners
Oregon
$66K +$2.54K +33 +3%
DBT
1080
Dubuque Bank & Trust
Iowa
$63K
NWM
1081
Northwest Wealth Management
Iowa
$63K
RMC
1082
Resources Management Corp
Connecticut
$63K
LFA
1083
Legacy Financial Advisors
Kentucky
$62K +$13.8K +180 +24%
TL
1084
TrueWealth LLC
Georgia
$58K +$28.1K +365 +71%
GT
1085
Glenmede Trust
Pennsylvania
$56.4K +$3.29M +42,784 +5%
RWA
1086
Ropes Wealth Advisors
Massachusetts
$55K +$28.9K +375 +83%
PCIA
1087
Prime Capital Investment Advisors
Kansas
$55K +$37.3K +485 +143%
EI
1088
Ellevest Inc
New York
$55K +$64.3K +836 New
WANY
1089
Wealthspire Advisors (New York)
New York
$55K +$64.3K +836 New
Schroder Investment Management Group
1090
Schroder Investment Management Group
United Kingdom
$54.9K +$9.11M +118,384 +17%
PCP
1091
Proficio Capital Partners
Massachusetts
$54K +$15.1K +196 +32%
AWM
1092
Aevitas Wealth Management
Massachusetts
$53K
PRC
1093
Pearl River Capital
Michigan
$53K +$61.6K +800 New
FC
1094
Ferris Capital
Massachusetts
$52K -$4.62K -60 -7%
SIAS
1095
Shine Investment Advisory Services
Colorado
$52K
FCB
1096
First Command Bank
Texas
$51K +$20.5K +267 +53%
FCFS
1097
First Command Financial Services
Texas
$51K +$20.5K +267 +53%
OC
1098
Oakworth Capital
Alabama
$50K -$38.2K -497 -40%
CBT
1099
Capital Bank & Trust
California
$50K -$7.69K -100 -12%
FAM
1100
Fred Alger Management
New York
$47K -$5.23K -68 -9%

TGT Hedge Fund Activity: Q4 2018 in Review

1,233 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Target (TGT) for Q4 2018, worth a combined $28.4B — down 27% from $38.7B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new TGT positions and 164 closed out — a net gain of 10 holders — while 456 added to existing stakes and 460 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $361M. The largest seller was Dodge & Cox, cutting an estimated $471M.

  • 1,233 institutional investors held Target (TGT) as of Q4 2018, down from 1,236 in Q3 2018.
  • Funds reported $28.4B of Target stock for Q4 2018, down 27% quarter-over-quarter.
  • 174 funds opened new Target positions in Q4 2018 and 164 closed out, a net change of +10 holders.
  • The largest Target buyer in Q4 2018 was Boston Partners, an estimated $361M added.
  • The largest Target seller in Q4 2018 was Dodge & Cox, an estimated $471M sold.

Based on aggregated 13F filings for Q4 2018.